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How to set up Opportunities
How to set up Opportunities

This article will walk you through the steps to set up the Opportunities feature in our portal.

Updated over a week ago

The Opportunities feature on allows you to send leads and business opportunities to your partners directly within the portal. This feature streamlines collaboration and communication between you and your partners, making it easier to identify and pursue potential business prospects.

Enabling Opportunities

To turn on the Opportunities feature, follow these steps:

  • Navigate to "Accounts & Settings" in the main menu.

  • Click on the "Opportunities" sub-tab.

  • Enable the Opportunities feature.

Additionally, you'll need to determine the different service types that align with your business offerings. The "service type" is a dropdown menu that partners can easily understand, as it relates to their specific needs and interests.

We hope this guide helps you leverage the Opportunities feature effectively to drive business growth and foster strong partnerships with your network of partners.

To learn more about using Opportunities, please check out this article.

If you have any questions or need further assistance, please don't hesitate to contact our team at [email protected] or [email protected]

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